Docusign vs AgentBase.io

Docusign eSignature is the world’s #1 way for businesses and individuals to securely send and sign agreements from practically anywhere, at any time, from almost any device. The Docusign app is easy to use, includes unlimited free signing for all parties, and is trusted by millions of people worldwide. HOW DOCUSIGN WORKS | e-Sign PDFs, forms, and contracts on the go. • Step 1: Create your customized digital signature directly on your device. • Step 2: Upload documents easily via email, Google Drive, DropBox, Box, Evernote, Salesforce, or photo scanning. • Step 3: E-sign your documents for free with no monthly limit. STREAMLINED, SIMPLIFIED MANAGEMENT | Send and monitor agreements straight from your device. • Step 1: Import files to prepare and send them out for signature. • Step 2: Prepare your document with “Sign Here” tags that show precisely where to sign, initial, or add additional information and invite others to sign. • You can set the signing order and workflow for multiple signers. • Docusign supports both in-person and remote signing. • Responsive signing functionality automatically adapts documents for mobile to the size and orientation of the signer’s device. • Step 3: Remind signers to sign with a single tap or void a document that has already been sent for signature. • Step 4: Receive real-time push notifications when a document has been signed. E-SIGNATURE THROUGH DOCUSIGN IS LEGAL AND SECURE. Docusign’s complies with the eSign Act, which means: • Agreements are legally binding. • There is a complete audit trail to track who signed when and where. • Documents are encrypted; this is safer and more secure than paper. • Docusign is ISO 27001 SSAE16 compliant. Docusign’s free eSignature app supports multiple document types and formats, including: • PDF • Word • Excel • Images (JPEG, PNG, TIFF) • Text-Based Files Common documents to digitally sign with Docusign: • Non-disclosure agreements (NDAs) • Sales contracts and proposals • Health care documents • Financial agreements • Waivers • Permission slips • Lease agreements PREMIUM PLANS In addition to the free signing experience, Docusign offers advanced features through subscription plans: Business Pro Plan • Send documents out for signature. • Add logic and advanced fields to your most critical documents. • Automate your agreement process with bulk send, powerforms, comments and personalized branding. Standard Plan • Send documents out for signature. • Access to advanced fields including Docusign’s most popular. • Manage signing on-the-go. Remind, void, in-person signing, and reusable templates. Real Estate Plan • Send documents out for signature. • Powerful real estate features including zipForm Plus integration and web branding. • Managing signing on-the-go. Remind, void, in-person signing, and reusable templates. Personal Plan • Limited document sending. Send up to 5 documents monthly. • Access to essential fields. Request signature, date, and name. • Reusable templates so you can standardize your documents. Email your questions or feedback to: mobilefeedback@docusign.com Find out more about Docusign and electronic signatures: https://www.docusign.com/products/electronic-signature/how-docusign-works Subscription Plan Information: • Payment is charged to iTunes Account at the time a user confirms purchase. • Subscriptions automatically renew unless auto-renew is turned off at least 24 hours before the end of the current period. Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal. • Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's account settings after purchase. • Cancellation of the current subscription is not allowed during the active subscription period. Privacy Policy: https://www.docusign.com/privacy/ Agreements and Terms: https://www.docusign.com/legal/agreements/

Finally, a CRM platform for Insurance Agents to manage both their recruitment and sales pipelines. Comes filled with a complete suite of recruitment and sales tools. Prospect, contact, and book sales appointments and recruitment interviews all in one hub. With AgentBase.io you can manage your entire business under one roof. Use our prebuilt automated recruiting and sales workflows, or get creative and build your own.  AgentBase.io syncs to all your devices so you can manage your pipelines effectively and on the go. Track candidates and schedule interviews. Nurture your sales pipeline and book sales calls. Manage your email/text/social conversations with all your contacts. Use our powerful pre-built workflows or build your own! If you can dream it, AgentBase.io can build it. --- CAPTURE LEADS • Build custom forms for leads or recruits to fill out. • Import leads via API, upload, or one of many integrations like Zapier. • Integrate with Facebook Leadform. • Integrate your Instagram and Facebook account and turn engaged followers into leads. GET ORGANIZED • Manage your to-do list with Tasks—set due dates and reminders, so you never miss a deadline. • Connect Outlook and Google Calendar to bring your schedule and your notes together. • Use our internal calendar and Zoom integration to seamlessly schedule meetings with recruits, leads, and existing clients • Build out custom pipelines to manage your sales and recruitments cycles, or use our own. ACCESS ANYWHERE • Your account syncs automatically across your computer, phone, or tablet. • Start work on one device and continue on another without missing a beat.